Bridging Generations: Family Conversations about Wealth and Shared Values

from Simple Civics: Greenville County · host Greater Good Greenville

In this episode, Liam McCormick discusses the importance of intergenerational conversations about family stories to build resilience in families and to prepare for the transfer of wealth. We look at the crucial, yet often overlooked, conversations about legacy within wealth transfer. McCormick offers unique strategies to bridge generational gaps, turning complex wealth planning into opportunities for meaningful family bonding. Links: Tales Life Story Interview Kit Story Worth 20 Questions article Psychology Today articles UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC. _ Produced by Podcast Studio X. Simple Civics: Greenville County is a project of Greater Good Greenville. Support Simple Civics with a tax-deductible contribution. Email us: [email protected]

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This episode is 23 minutes long.

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This episode was published on December 19, 2023.

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